Exchange Traded Funds (ETFs)
What Is an ETF? Exchange-traded funds are very similar to mutual funds, except that they …
Executor
What Is an Executor? An executor, also called an executor of estate or executor of …
Fiduciary
Fiduciary Definition A fiduciary is a person (or entity) who acts on behalf of another …
Fixed Income Investment
What are Fixed Income Investments? A fixed income investment is a fund or portfolio in …
Health Savings Account
What Is a Health Savings Account? A Health Savings Account, or HSA, is an account …
Impact Investing
What is Impact Investing? Impact investing is the process of aligning various preferred values with …
Index Fund
Index Fund Definition An index fund is a type of mutual fund with a portfolio …
Inflation
What Is Inflation? Inflation is an increase in the average price of goods or services …
Initial Public Offering (IPO)
What Is an IPO? An Initial Public Offering (IPO) is a company’s first public offering …
IRA
What is An IRA? An Individual Retirement Account (IRA) is an account that allows you …
Large Cap
Large Cap Definition Large cap refers to companies with market capitalization of the stocks with …
Liquidity
What is Liquidity? Liquidity is the ease and speed with which an asset or security …
Living Will
What is a Living Will? A living will provides instructions to your healthcare provider in …
Margin Lending
Margin Lending Definition Margin lending is the practice of borrowing money from a brokerage account …
Market Capitalization
What Is Market Cap? Market capitalization (Market Cap) refers to the value of all outstanding …
Mid-Cap
What is a Mid-Cap Stock? Mid-cap refers to the market capitalization of stocks of companies …
Money Market Fund
What is a Money Market Fund? A money market fund is a mutual fund with …
Municipal Bond
What Are Municipal Bonds? A municipal bond, sometimes called a muni bond, is a debt …
